How do I determine if I’ve integrated my CRM system for the Conversion Solution?

  • Updated

In order to integrate Conversion with your CRM, you need to complete the oAuth step in the Demandbase ABM Platform.

  • Navigate to the Setup page: Home > Setup > Salesforce Integration.
  • If the connection is successful, a green check mark will appear next to Sales Integration. If the integration is not complete, the checkbox will be grayed out.

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NOTE

Demandbase currently only integrates with Salesforce.com.

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